Ali Nafii
Managing Director at BMO Wealth Management U.S.
- Role
- Managing Director at BMO Wealth Management - U.S.
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Ali Nafii
I am an extension of the crest I represent every day, and allow me to tell you about this anchor. At Northern Trust, we provide our clients a solid foundation for making decisions with confidence. Armed with clarity and understanding around how their money is working for them, our clients are able to flex when life throws them a curveball – and to bring in the right expertise and firepower, at the right time. They don\'t leave their goals to chance – and they achieve a better outcome.Our holistic financial solutions architect, integrate and optimize the major factors that affect familial wealth. We embrace collaboration with clients and their advisors. The sum of these parts, coordinated in a thoughtful, deliberate and strategic manner enables our clients to Achieve Greater.
Experience
Managing Director
Apr 2026 — Present · San Diego, CA, US
Education
Hult International Business School
Master of Business Administration (MBA), MBA
Concordia University
Bachelor, Finance
Skills
- Investments
- Public Relations
- Bloomberg
- Finance
- Fixed Income
- Financial Analysis
- Portfolio Management
- Sales
- Financial Modeling
- Equities
- Leadership
- Strategy
- Accounting
- Microsoft Excel
- Building Relationships
- Management
- Research
- Investment Management
- Business Planning
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